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Revenue Allocation Engine for Frictionless Revenue Allocation and Forecasting | Leading SaaS Company - Casestudies

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Revenue Allocation Engine for Frictionless Revenue Allocation and Forecasting | Leading SaaS Company

Feb 23 2024 ,


The Client :

The client is one of the most innovative SaaS companies based in the United States that develops cloud computing platforms to help companies manage digital workflows for enterprise operations.

The Challenge :

Our client faced challenges in accurately allocating revenue to each business unit (BU) when selling multi-BU bundles or custom enterprise offerings. The manual process of calculating the percent split was time-consuming and prone to errors. Here are the problems faced by the customer:

  • The lack of a holistic view of information and automated workflows slowed down processes with longer turnaround times.
  • Difficulties around automatically calculating the percent split
  • Most of the split adjustments and SKU processes were time-consuming due to manual allocations
  • Unavoidable calculation errors,as the standard/historical split percent was calculated manually, further exacerbating the situation
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